Mendel Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Buy |
6,394
+10
| +0.2% | +$1.43K | 0.52% | 47 |
|
|
2025
Q1 | $1.07M | Buy |
6,384
+619
| +11% | +$104K | 0.65% | 43 |
|
|
2024
Q4 | $835K | Buy |
5,765
+434
| +8% | +$62.9K | 0.51% | 48 |
|
|
2024
Q3 | $785K | Buy |
5,331
+81
| +2% | +$11.9K | 0.48% | 50 |
|
|
2024
Q2 | $821K | Buy |
5,250
+42
| +0.8% | +$6.57K | 0.53% | 47 |
|
|
2024
Q1 | $821K | Buy |
5,208
+298
| +6% | +$47K | 0.54% | 45 |
|
|
2023
Q4 | $732K | Buy |
4,910
+72
| +1% | +$10.7K | 0.53% | 46 |
|
|
2023
Q3 | $816K | Sell |
4,838
-4
| -0.1% | -$675 | 0.67% | 37 |
|
|
2023
Q2 | $762K | Buy |
4,842
+74
| +2% | +$11.6K | 0.61% | 41 |
|
|
2023
Q1 | $778K | Buy |
4,768
+105
| +2% | +$17.1K | 0.7% | 36 |
|
|
2022
Q4 | $837K | Buy |
4,663
+59
| +1% | +$10.6K | 0.87% | 29 |
|
|
2022
Q3 | $661K | Buy |
4,604
+919
| +25% | +$132K | 0.78% | 30 |
|
|
2022
Q2 | $534K | Buy |
3,685
+36
| +1% | +$5.22K | 0.6% | 35 |
|
|
2022
Q1 | $594K | Buy |
3,649
+248
| +7% | +$40.4K | 0.56% | 38 |
|
|
2021
Q4 | $399K | Buy |
+3,401
| New | +$399K | 0.37% | 45 |
|